Most clients can benefit from an examination of the estate and will planning opportunities available to them, whether or not they have had a will and other estate planning documents prepared already.
Your Investment Advisor, our Will & Estate Consultant, or our Estate Planning Specialist will meet with you to identify any opportunities you have to structure your estate in an efficient and tax-effective manner.
A review can:
- Help you formulate goals for your estate after a detailed discussion of your family and wishes.
- Ensure that your wills and powers of attorney are consistent with your estate goals.
- Ensure that your will and powers of attorney are well-drafted and consistent with any recent changes in estate law.
- Examine options for naming an executor.
- Examine strategies, such as trusts and tax-exempt insurance, to pass estate assets along in a tax-efficient manner and maximize your estate value.
- Examine strategies for giving to charity.
The review may identify estate planning issues for you to explore in further detail with your own lawyer or accountant.
